david: if president obama's re-elected, he said he will not sign a tax bill that doesn't include a tax increase, and, of course, republicans say they won't sign on to something like that. we may not reach a resolution on this. >> oh, yes, david, no matter who is the president, no matter who the president is, it's a situation where there's a lot of urn certainty. -- uncertainty. it's not just the fiscal cliff. yiewmp's not -- europe's not resolved, middle east is volatile, and there's a surge of evaluations in september and october because of the euphoria with qe3, and we recommended taking some money off the table and raising some cash, and into the weakness now, we would be selectively buying. we're not bears, but prudently took profits last month, and we would selectively buy as they go down. liz:bearish. you sold google and apple, two relatively bright stars over the past, say, yeah and a half. would you bring those back in your portfolio again? >> well, yeah, i mean, they are great companies liz. apple sold over 700 and google over 760, and it's a situation where they go down, and,